+4.6%
HBAN vs HWM
+7.5%
-2.9%
-21.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.0% | +1.6% | +0.7% |
| 7D | +2.3% | +7.3% | -5.0% | +1.2% |
| 30D | +4.8% | +1.6% | +3.2% | +4.3% |
| 3M | -10.1% | -21.9% | +11.8% | -6.5% |
| 6M | +5.0% | -19.0% | +24.1% | +8.1% |
| YTD | -6.1% | +7.9% | -14.1% | -8.5% |
| 1Y | +4.6% | +9.9% | -5.4% | +2.2% |
| All | +4.6% | +7.5% | -2.9% | +2.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HWM.
Daily Out/Under-Performance
Portfolio return minus HWM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HWM return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded HWM wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling